DAS
BBSA

Dynamic Advisor Solutions’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Dynamic Advisor Solutions’s Portfolio BBSA Stock Details BBSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,341
Closed -$406K – 964
2024
Q3 		$406K Sell
8,341
-507
-6% -$24.5K 0.01% 661
2024
Q2 		$420K Sell
8,848
-10
-0.1% -$473 0.01% 668
2024
Q1 		$421K Sell
8,858
-646
-7% -$30.8K 0.01% 643
2023
Q4 		$453K Buy
9,504
+619
+7% +$29.1K 0.02% 595
2023
Q3 		$415K Buy
8,885
+57
+0.6% +$2.67K 0.02% 566
2023
Q2 		$415K Buy
8,828
+61
+0.7% +$2.9K 0.02% 547
2023
Q1 		$418K Sell
8,767
-494
-5% -$23.4K 0.02% 513
2022
Q4 		$436K Buy
9,261
+42
+0.5% +$1.97K 0.03% 477
2022
Q3 		$431K Sell
9,219
-335
-4% -$16K 0.03% 419
2022
Q2 		$460K Buy
9,554
+510
+6% +$24.6K 0.04% 418
2022
Q1 		$442K Buy
9,044
+84
+0.9% +$4.18K 0.03% 461
2021
Q4 		$454K Buy
8,960
+370
+4% +$18.9K 0.03% 457
2021
Q3 		$443K Buy
+8,590
New +$444K 0.03% 477

Dynamic Advisor Solutions's BBSA Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 8,341 shares — an estimated $406K sold.

Dynamic Advisor Solutions first reported a position in BBSA in Q3 2021 and held it in 13 quarters. The position peaked at $460K in Q2 2022. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,341 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $406K.
  • Dynamic Advisor Solutions first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q3 2021 and held it in 13 quarters.
  • Dynamic Advisor Solutions's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $460K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.